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Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail

Supply Shock

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Are Investors Still Waiting to Buy the Dip?

Pip grant: It's such a shame that this is what we brought this down to us. The central banks went out and basically forced you into doing something, which as Pip said,. eventually investors got the message. And now they're trying to force you out, nine full well, that's going to be a lag. Now there was no productivity on the part of their policy. They waited until inflation was officially out of control before doing this.

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